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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,654 | $125,237+62.6% | $105,608+92.8% | $145,877+39.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.17% | 225.76%-213.6pp | 116.50%-104.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,540 | $3,720-31.7% | $3,167-19.8% | $4,663-45.5% |
| Participant deferral / active EE | $7,288 | $5,711+27.6% | $5,010+45.5% | $6,691+8.9% |
| Admin fee / account holder | $15,468 | $17,287-10.5% | $11,028+40.3% | $13,402+15.4% |